Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes – McDowall Cotter San Mateo 8/14/2019 12pm

McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United States

On Wednesday August 14th, McDowall Cotter will be hosting a presentation on “Advanced Topics in CA Property Tax – Using Legal Entities to Get Real Property to the Kids with Lower CA Property Taxes” located at 2070 Pioneer Court, San Mateo. This presentation will offer 1.5 CE credits for CFP’s, CPA’s, and Attorneys for those who attend in-person only. Feel […]

Why All Successful Businesses Need a Written Business Plan – McDowall Cotter San Mateo 8/28/2019 12pm

McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United States

Please join us on Wednesday, August 28th from 12:00pm - 1:15pm for our seminar on Why all Successful Businesses Need a Written Business Plan at our San Mateo office. McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. This is an fun and educational workshop discussing the importance of having a written business […]

Planning for Loved Ones with Special Needs – McDowall Cotter San Mateo 9/4/2019 12pm

McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United States

Join us on Wednesday, September 4th, 2019 from 12pm to 1:15pm for a Planning for a Loved One with Special Needs seminar at McDowall Cotter San Mateo located at 2070 Pioneer Court, San Mateo. McDowall Cotter will be offering 1.25 CE credits for CPA's and 1.5 CE credits for CFP's for in-person attendees only.  During this seminar, our lawyers will […]

Q&A – From 8 to 80: Lets Get Our Advance Health Care Directives Done – McDowall Cotter San Mateo 9/13/2019 8am

McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United States

On Friday, September 13th from 8:00am - 9:00am, McDowall Cotter will be hosting a Q&A "From 8 to 80: Lets Get Our Advance Health Care Directives Done"! McDowall Cotter is located at 2070 Pioneer Court, San Mateo, CA 94403. Feel free to bring your questions on Advance Health Care Directives and one of our attorneys […]

How to Use Life Insurance to Meet Estate Planning Needs & Goals – McDowall Cotter San Mateo 9/18/2019 8:30am

McDowall Cotter, APC 2070 Pioneer Court, San Mateo, CA, United States

On Wednesday September 18th, 2019 from 8:30am to 3:00pm, McDowall Cotter will be hosting Part 1 of our CE credited workshop, How to Use Life Insurance to Meet Estate Planning Needs & Goals. This seminar will take place at McDowall Cotter APC San Mateo office located at 2070 Pioneer Court, San Mateo. This event provides 6 CE credits for CFP’s, […]